Clone of Tax Resolution Pre Appointment Questions

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1. What is the main reason you are looking for a new tax preparer this year, and what was frustrating or missing with your prior experience?* This field is required.
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2. How did last year’s tax filing turn out for you, refund, balance due, unexpected tax bill, delays, an extension, or anything that surprised you?* This field is required.
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3. What changed for you this year that could affect your return, new job, side income, business activity, crypto, real estate, marriage, divorce, a new child, moving states, or anything else?* This field is required.
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4. Are there any IRS or state issues tied to this year or prior years, notices, back taxes, unfiled returns, audits, or a payment plan?* This field is required.
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5. What does a successful tax prep experience look like to you, fast turnaround, clear communication, accuracy, help lowering next year’s tax bill, guidance on write offs, or year round support? * This field is required.
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6. What concerns or hesitations do you have about hiring a tax preparer, fees, trust, privacy, getting judged, getting audited, or poor communication?* This field is required..
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7. What is your timeline and readiness, when do you want this filed, and do you have your documents organized and available to upload, W 2s, 1099s, K 1s, mortgage interest, childcare, business bookkeeping, or anything still missing? * This field is required.
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Tax Letters, Notices & other Deadlines * This field is required.* I received an Examination Notice for Tax Years 202X, 202X from a local office by official Mr Smith | I have a deadline to respond in 5 days. * I received A CP2000 Notice for 20XX. A deficiency of $275,000. My deadline to respond * Ceritified Mail came in - IRS LT11 Letter 1058 for tax years: 20XX, 20XX, 20XX.
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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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